FATCA Compliance Attorney Expert
IRS Foreign Account Reporting

As both an attorney and CPA with an MBA, I offer a rare combination of legal, accounting, and business expertise that most tax resolution firms cannot provide. Unlike other firms, I personally handle every case from start to finish. My boutique practice approach ensures meticulous attention to detail and customized strategies based on your specific risk profile, rather than applying one-size-fits-all solutions.

I represent individual taxpayers, trusts and estates, business entities, foreign financial institutions, trade associations, and professional entertainers. My boutique practice is committed to developing and implementing meaningful domestic and international tax strategies that yield maximum tax savings while minimizing risk.

Living in Thailand or any international location won’t limit your access to quality representation. I offer flexible scheduling for consultations, including early mornings, evenings, and weekends, to accommodate your local time. All meetings can be conducted via secure video conferencing, and I can represent you before the IRS without requiring your physical presence in the United States.

Yes, as a US taxpayer, you generally must report financial accounts that your foreign businesses maintain if you have signature authority or financial interest in those accounts and if the aggregate value exceeds $10,000 at any point during the year. I can help by:

• Conducting a comprehensive review of your global business structure
• Identifying all reportable accounts across your multiple businesses
• Preparing the necessary FBAR filings
• Addressing any past non-compliance through appropriate disclosure programs
• Creating a sustainable compliance strategy for future years

I offer flexible consultation scheduling to accommodate clients worldwide. Initial consultations typically last 45-60 minutes and can be conducted by phone, secure video conference, or in person at my Princeton or Fort Lauderdale offices. 

To schedule, you can call directly at (561) 531-8809 or use the secure contact form on my website. All consultations are confidential and protected by attorney-client privilege.

These complex cases require a multi-faceted approach. I’ll first assess whether you qualify for the Streamlined Filing Procedures or need to pursue other disclosure options. Then I’ll develop a comprehensive strategy that addresses both issues simultaneously, ensuring all filings are consistent. 

My experience with the Offshore Voluntary Disclosure Program since 2009 provides valuable insight into how the IRS approaches these cases, allowing me to anticipate challenges and develop effective responses that minimize penalties while bringing you into full compliance.

My approach to tax dispute resolution is distinguished by three key elements:

1. Comprehensive analysis: I conduct an exhaustive review of your financial documentation and tax history before developing any strategy, often revealing options and defenses that might otherwise be overlooked.
2. Strategic negotiation: Rather than taking an adversarial stance with tax authorities, I focus on collaborative problem-solving when possible, which has repeatedly resulted in favorable settlements.
3. Direct attorney involvement: I personally handle every aspect of your representation, ensuring that the expertise you’re paying for is actually applied to your case at every stage of the process.